Type Software Headquarters Montreal, Canada Products Software Founded 2000 | Predecessor Process Academy Inc. Area served Global Founder Francis Dion | |
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Industry Insurance, Healthcare, Banking, Legal, Government, Manufacturing, Distribution | ||
Xpertdoc ccm solution for insurers
Xpertdoc Technologies Inc. is a global company which operates in the Information and Communications Technology (I.C.T), providing an IT solution for Customer Communications Management. Xpertdoc is headquartered in Terrebonne, Quebec, Canada.
Contents
The company has developed the Xpertdoc Customer Communications Management solution, which provides capabilities for creating, editing, assembling, reviewing, producing, distributing, signing and archiving of client documents. It leverages Microsoft’s products, such as Word, Dynamics CRM, SharePoint and Microsoft Azure. The solution is mainly targeted towards insurance companies, but is also suitable for the banking, financial, manufacturing, real-estate and public industries.
Francis Dion is the founder and Chief Executive Officer of Xpertdoc.
Xpertdoc on today in america
Technology
The solutions included in the Xpertdoc CCM Platform suite are Template Designer, Document Output Engine, Template Manager, Document Services, Content Auditor, Visual Auditor, Electronic Signature, and High Volume Print Management. All of these applications are modular in nature but pre-integrated on the same platform.
History
In 2000, Francis Dion founds Process Academy Inc. Seven years later, the company is renamed Xpertdoc Technologies, following the arrival of a new Word file format, the .docx, which is introduced by Microsoft under the Office Open XML standard. The company launches Xpertdoc Studio 2007, a tool that integrates with Microsoft Word and allows the production of automated business documents. The same year, Xpertdoc is certified a Microsoft Gold partner.
In 2009, Xpertdoc receives financial support from private investors and from local and government funding agencies; the company doubles in size and its market expands across Canada, the United States, Europe, Asia and the Middle East. Xpertdoc launches the online service Word as a Service. This portal automates the creation of business documents and converts Word files to e-mail and PDF format. Founder and CEO, Francis Dion, is named “business economic personality of the year.”
The next year, Xpertdoc is nominated at the Concours des Octas 2010, an annual event organised by Réseau Action TI. Its software solution, developed in collaboration with Aon, is nominated in the “Business Solution - Packages” category. Xpertdoc, as well as a number of organizations and companies from the Lanaudière region (just north of Montreal) launch the TIenrégion.com website. This magazine blog for information technology specialists aims to promote work and companies in the region.
In 2012, Barack Obama’s health care reform, the Patient Protection and Affordable Care Act, prompts Xpertdoc to develop a cloud solution designed to help Health Insurers meet the production requirements of the standardized reports mandate.
A year later, Xpertdoc rethinks the architecture of its Customer Communications Software, which it programs in HTML5 to make it compatible with mobile devices. The company’s solution for Dynamics CRM receives the Microsoft Dynamics certification. The company also partners with the Insurance Services Office (ISO) and the American Association of Insurance Services (AAIS), which allows property and casualty clients to have access to standardised forms issued by the American organizations.
In September 2013, the analyst firm Strategy Meets Action announces that Xpertdoc has won the SMA Innovation in Action 2013 award in the Solutions Providers category for its patent-pending forms and template migration solution. The company also wins the Technology Innovation award, given during the Gala du 30e Reflet économique des Moulins.
In 2014, Xpertdoc partners with Adminovate. Together, they offer life insurance companies a cloud solution that integrates the former’s Customer Communications Management platform with the latter’s policy administration system (PAS). OneShield also partners with the Canadian company, bringing to the market a joint PAS and document management solution offering for Property and Casualty insurers. Xpertdoc receives the XCelent Functionality award from Celent, an analyst firm, for the functionality and configurability of its software as a whole.